Personal Lines Account Manager

Foundation Risk Partners; Los Angeles (CA); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Comprehensive health benefits

401(k) with company match

Generous PTO policy including holidays

Job summary

An insurance agency in Los Angeles is looking for a Personal Lines Account Manager to enhance and maintain their personal lines business. This role involves delivering outstanding customer service and supporting clients with their insurance needs, ensuring a smooth renewal process, and identifying cross-selling opportunities. The ideal candidate has at least 2 years of experience in a similar role and is proficient in MS Office. A strong focus on client relationships and problem-solving skills is essential. Competitive compensation with benefits is provided.

Qualifications

• Minimum of 2 years of Personal Lines experience in an agency setting is preferred.
• Strong ability to work in a fast-paced insurance environment.
• Exceptional client service skills are essential.

Responsibilities

• Provide exceptional customer service via phone and email.
• Support clients in securing and maintaining personal accounts.
• Manage the renewal process for insurance policies.

Skills

Client service skills

Multitasking

Problem-solving

Team-oriented mindset

Professional communication

Education

2+ years of Personal Lines experience

Proficiency in MS Office

Experience with Applied Systems EPIC

Familiarity with Mercury Insurance

Tools

MS Office

Applied Systems EPIC

Job description

Overview

Woodland Hills, California, United States

The Personal Lines Account Manager is responsible for meeting the insurance needs of our clients while delivering exceptional service. This role focuses on maintaining and growing our personal lines book of business by providing prompt, accurate, and professional support to clients, producers, and carriers.

Essential Functions

• Provide exceptional, timely customer service and support to clients through phone and email.
• Support clients in securing, maintaining, and growing their personal accounts, while identifying opportunities for cross‑selling.
• Handle all aspects of the renewal process: gather necessary details, verify application accuracy, ensure coverage meets client needs, and address any issues with practical solutions.
• Check policies/endorsements for accuracy.
• Build strong, trusting relationships with clients through open communication, professionalism, and problem‑solving.
• Assess quotes, negotiate conditions and pricing, and guide clients toward the most suitable coverage for their needs.
• Stay current in the industry by participating in continuing education and training.

Competencies & Qualifications

• Strong client service skills to retain and grow a loyal customer base.
• Ability to work in a fast‑paced, evolving insurance environment.
• Excellent multitasking and problem‑solving skills.
• Team‑oriented mindset with a desire to grow alongside the agency.
• Prompt and professional communication with clients.
• Experience with California carriers.

Education & Experience

• 2+ years of Personal Lines experience in an agency setting preferred.
• Proficiency in MS Office.
• Experience with Applied Systems EPIC preferred.
• Familiarity with Mercury Insurance is a plus.

Pay Transparency Range

$65,000 - $80,000 USD

Disclaimer

While this job description is intended to be an accurate reflection of the job requirements, management reserves the right to modify, add, or remove duties from particular jobs and to assign other duties as necessary.

Equal Employment Opportunity (EEO)

FRP provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or any other classifications protected by law.

Benefits

FRP offers a comprehensive range of health‑related benefit options including medical, vision, and dental. We offer a 401(k) with company match, company paid life insurance, STD, LTD and a generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays!